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Exposition Emmanuel Sogbadji

Nous avons eu le plaisir d'exposer les œuvres d’Emmanuel Sogbadji, le 3 novembre 2022, une belle soirée en présence de l'artiste. Bien que plasticien spécialisé sur le bronze…

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Investment letter – October 2022

Inflation was, again, the biggest worry macro-wise throughout September.

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Investment letter – September 2022

The sharp summer equity markets’ rally seems to have peaked this month as investors readjust to a bleak underlying macro reality.

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Investment letter – August 2022

The deterioration in leading growth indicators continued in July, with US and European manufacturing and services surveys missing to the downside and sliding further.

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Investment letter – July 2022

The deterioration in leading growth indicators accelerated in June, with US and European manufacturing and services surveys missing to the downside and sliding towards 50.

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Investment letter – June 2022

The inflation outlook continues to dominate financial markets’ narrative.

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Visite des Ruches de Stéphanie

Un beau moment de convivialité et de partage aux Ruches de Stéphanie pour découvrir l’univers passionnant des abeilles en compagnie de Stéphanie Vuadens. Suivi d’une…

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MAY 2022

The war in Ukraine continues and, for now, a rapid fulfillment of Russia’s revised military goal remains elusive, as does a credible diplomatic resolution.

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MARCH 2022

Financial markets continued on their volatile trend in 2022. The key risk factor moved from tighter monetary policy to geopolitics. The start of the month was dominated by the inflation narrative.

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FEBRUARY 2022

Financial markets proved volatile in early 2022 and the macro backdrop contributed to that. The fifth wave of Covid led to rising concerns about the impact of the pandemic on economic activity in the US.

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